Shearson Company

Industry: Investment banking company

Description

Shearson was the name of a series of investment banking and retail brokerage firms from 1902 until 1994, named for Edward Shearson and the firm he founded, Shearson Hammill & Co. Headquarters: New York City, NY Predecessor: Shearson, Hammill & Co. Founded: 1902 Type of business: Privately held company

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Shearson Employees

Employee
Years
Job
Industry
Bruce G. Spence Bruce G. Spence Greater Boston Area Details
Bruce G. Spence's Shearson Experience 1987 - 1994
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2011 - Present
Morgan Stanley Smith Barney  October 2009 - December 2011
Smith Barney  November 1995 - October 2009
Shearson / Smith Barney   1987 - 1995
Shearson   1987 - 1994
E.F. Hutton   1984 - 1987

Education
University of Massachusetts, Amherst

Lee Alpern CLTC Lee Alpern CLTC Greater Los Angeles Area Details
Lee Alpern CLTC's Shearson Experience 2007 - 2008
Job Agent at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  December 2008 - Present
Shearson   2007 - 2008
Sierra Pacific Mortgage Company, Inc.   2007 - 2008
BodyWaves,Inc   1990 - 2000

Skills
Fixed Annuities, Disability Insurance, Retirement Planning, Insurance, Life Insurance, Long Term Care Insurance, Employee Benefits, Financial Planners, Critical Illness, Wealth Management, Pensions, Financial Advisory, Buy-sell Agreements, Medicare, Group Insurance, Long-term Care, Term Life Insurance, Whole Life, IRAs, 401k, Health Insurance, Universal Life, Retirement, Key Person Insurance, Accident, Roth IRA, Accident Insurance, 401k Rollovers, Series 6, Variable Annuities, Sales, Leadership, Small Business, Brokers, Finance

Education
San Diego State University-California State University   1975 — 1980
BA Economics

Damian Bethke Damian Bethke Houston, Texas Area Details
Damian Bethke's Shearson Experience 2007 - Present
Job Vice President at Shearson
Industry Financial Services
Experience
Shearson   2007 - Present

Education
Texas Christian University - M.J. Neeley School of Business   1999 — 2003
Bachelor

Kathy Hansen Kathy Hansen Greater New York City Area Details
Kathy Hansen's Shearson Experience 1977 - 1992
Job Senior Director at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   2007 - Present
Citigroup, Citicorp Investment Services   2000 - 2007
Smith Barney  1995 - 1999
Lehman Brothers  1993 - 1995
Shearson   1977 - 1992

Education
University of Miami
BA, English/Marketing

Chad Hollan Chad Hollan Houston, Texas Area Details
Chad Hollan's Shearson Experience September 2009 - Present
Job Vice President at Shearson
Industry Investment Management
Experience
Shearson   September 2009 - Present
Institutional Capital Managments   June 2007 - August 2007

Skills
Asset Managment, Investments, Wealth Management, Asset Management, Fixed Income, Negotiation, Finance, Financial Analysis, Strategic Planning, Portfolio Management

Education
University of Mississippi   2004 — 2009
B.A., Economics, Mandarin Chinese, Finance

David Pologe David Pologe San Francisco Bay Area Details
David Pologe's Shearson Experience 1984 - 1985
Job Director Strategic Accounts, AssetMark
Industry Investment Management
Experience
AssetMark  February 2012 - Present
UBS Global Asset Management  July 2005 - December 2011
UBS Financial Services  January 2004 - June 2005
UBS Financial Services  January 2003 - January 2004
UBS Financial Services  February 2002 - January 2003
Tucker Anthony  October 2000 - July 2001
Head of Packaged Products   January 1996 - January 2000
Wood Logan   June 1991 - December 1995
Shearson   1984 - 1985

Education
State University of New York at Albany   1978 — 1982
BA, Economics, Philosophy

Marguerite Louis Marguerite Louis Greater New York City Area Details
Marguerite Louis's Shearson Experience 1984 - 1987
Job Financial Services Professional
Industry Financial Services
Experience
Nomura securities International inc  2009 - 2009
deutsche  1997 - 2008
deutsche  1997 - 2008
Deutsche Bank Securities  1987 - 2008
Shearson   1984 - 1987

Education
Queens College
B A

Diana Donato-Katz Diana Donato-Katz Greater New York City Area Details
Diana Donato-Katz's Shearson Experience December 1986 - August 1993
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America  December 2004 - Present
JPMorgan Chase  April 2003 - December 2004
Gruntal & Co. Inc   February 1997 - August 2002
Paine Webber  November 1994 - February 1997
Smith Barney  August 1993 - November 1994
Shearson   December 1986 - August 1993
Shearson Lehman Brothers  1986 - 1993
General Electric  1980 - 1985

Education
Fairfield University   1976 — 1980
BS, Mathematics

Russell Dolce Russell Dolce Dallas/Fort Worth Area Details
Russell Dolce's Shearson Experience 1980 - 1989
Job
Industry Investment Management
Experience
Burnett Commodities, Inc.   March 2011 - Present
Lifetime Financial Partners  October 2006 - October 2007
Heartland Home Finance  July 2002 - October 2006
Prudential Securities, Inc.   April 2000 - April 2002
ABN AMRO  June 1997 - April 2000
Merrill Lynch  February 1990 - March 1997
Shearson   1980 - 1989

Skills
Trading, Options, Commodities, Hedging, Electronic Trading, Proprietary Trading, Commodity, Derivatives, Risk Management, Loans, Credit, Series 7, Mortgage Lending, Leadership, Banking, Financial Markets, FX Options, Equities, Financial Risk, Finance, Strategy, Mutual Funds, Equity Trading, Portfolio Management, Hedge Funds, Series 63, Alternative Investments, Structured Finance

Education
Keller Graduate School of Management of DeVry University   1994 — 1997
MBA

Illinois College   1967 — 1972
BA

Carlos Lede Carlos Lede Greater New York City Area Details
Carlos Lede's Shearson Experience 1979 - 1985
Job Director at UBS Securities LLC
Industry Banking
Experience
UBS Securities LLC  Regulatory Inquiring and RelationsUBS Investment BankJuly 2012 - Present
UBS  2006 - Present
UBS Investment Bank  1990 - Present
Shearson   1979 - 1985

Skills
Equities, Back Office, Fixed Income, Middle Office, Prime Brokerage

Education
City University of New York-College of Staten Island   1975 — 1978

Raymond Robertello Raymond Robertello Greater New York City Area Details
Raymond Robertello's Shearson Experience 1988 - 1993
Job Assistant Director of Compliance at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  April 1997 - Present
PaineWebber  1997 - November 2000
Smith Barney  1993 - 1997
Shearson   1988 - 1993

Skills
FINRA

Education
Fairleigh Dickinson University   1981 — 1985
Bachelor's degree, Business Administration and Management, General

Ellen Boccio Ellen Boccio Greater New York City Area Details
Ellen Boccio's Shearson Experience 1975 - 1978
Job Account Executive at CJ2 Communication Strategies
Industry Public Relations and Communications
Experience
CJ2 Communication Strategies   Assistant to PresidentAmerican Express International Bank1983 - 1985
American Stock Exchange  1975 - 1980
Shearson   1975 - 1978

Education
Pace University

Annmarie Breen Annmarie Breen Greater New York City Area Details
Annmarie Breen's Shearson Experience 1985 - 1994
Job Project Manager/Infrastructure Service Delivery Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS  Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank  1994 - 2005
Bankers Trust  1994 - 2005
Smith Barney  1990 - 1994
Shearson   1985 - 1994
Shearson Lehman Bros.  1985 - 1989
Federal Reserve Bank of New York  January 1980 - November 1985

Education
City University of New York-Hunter College

Andrew Lebow Andrew Lebow New York, New York Details
Andrew Lebow's Shearson Experience 1980 - 1988
Job SVP at Jefferies Bache
Industry Financial Services
Experience
Jefferies Bache   March 2012 - Present
Man Financial  1988 - 2011
Shearson   1980 - 1988

Education
Northwestern University - Kellogg School of Management   1977 — 1979

Robert Traeger Robert Traeger Greater New York City Area Details
Robert Traeger's Shearson Experience 1987 - 1990
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing  July 1999 - Present
Guardian Insurance  1998 - 1999
Shearson Lehman  1987 - 1990
Shearson   1987 - 1990
Thomson Mckinnon  1984 - 1987

Skills
Financial Services, Business Analysis, Business Requirements, Fixed Income, Leadership, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Software Development, Strategic Planning, Vendor Management, Business Process..., IT Strategy

Education
Thomas Edison State College   2007 — 2011
BS, Business with a concentration in Computer Information Technology

Chubb Institute   1985 — 1985
Computer Programming Certificate, Computer Programming

Winona State University   1981 — 1982

Cedar Ridge   1977 — 1981
HS Diploma

Tom Coglianese Tom Coglianese Phoenix, Arizona Area Details
Tom Coglianese's Shearson Experience 1990 - 1993
Job President TC Investment Group, Inc
Industry Financial Services
Experience
TC Investment Group, Inc   December 2013 - Present
Beeep Networks   December 2011 - January 2013
JP Morgan Chase  April 2010 - March 2012
Citigroup  February 1990 - January 2009
Shearson   1990 - 1993
Morgan Stanley Dean Witter  February 1989 - February 1990
Goldman Sachs  June 1984 - August 1989

Skills
Financial Services, Equities, Fixed Income, Wealth Management, Portfolio Management, Trading Systems, Securities, Risk Management, Capital Markets, Alternative Investments, SDLC, Series 7, Derivatives, Investment Banking, Banking, Mutual Funds, Business Analysis, Back Office, Software Development, Asset Management, IT Strategy, Relationship Management, Hedge Funds, Electronic Trading, Trading, Market Data, Series 63, Options, Prime Brokerage, Financial Risk

Education
City University of New York-College of Staten Island
BS, Businesss Management

City University of New York-College of Staten Island
AAS, Computer Science

George O. Wise Jr. George O. Wise Jr. Phoenix, Arizona Area Details
George O. Wise Jr.'s Shearson Experience 1976 - 1984
Job Lead Developer at American Express
Industry Financial Services
Experience
American Express  November 2006 - Present
US Airways  2006 - 2007
BMW Bank of North America  2001 - 2006
Pfizer  1997 - 2001
Merrill Lynch  1993 - 1997
PSEG  1989 - 1993
Bellcore  1984 - 1989
shearson   1976 - 1984

Skills
DB2, Databases, Oracle, COBOL, JCL, Database Design, Testing, MVS, Program Management, IMS DB/DC, Performance Tuning, Quality Assurance, Data Migration, Security, SQL Tuning, SDLC, Requirements Analysis, Business Analysis, Vendor Management, Process Improvement

Education
Pace University   1976 — 1981
BS, comuters

Pace University   1976 — 1980
Bachelor's degree, Computer Science

Heidi Taber Heidi Taber Greater New York City Area Details
Heidi Taber's Shearson Experience 1987 - 1996
Job Executive Assistant at The Moles Inc.
Industry Legal Services
Experience
The Moles Inc.   January 2010 - Present
Lehman Brothers  1987 - 1996
Shearson   1987 - 1996
E.F. Hutton   1987 - 1987

Skills
Office Management, Microsoft Office

Education
Rutgers University-New Brunswick   1983 — 1987
Bachelor's, Political Science, German

Stan Marcus Stan Marcus Orange County, California Area Details
Stan Marcus's Shearson Experience 1981 - 1983
Job Fidelis Financial/Capital Business West LLC
Industry Financial Services
Experience
Fidelis Financial/Capital Business West LLC   2008 - Present
Marquette Business Credit  2006 - 2008
Prestige Capital   2004 - 2006
Collateral Control   2001 - 2004
Coast Business Credit  1995 - 2001
BNY Financial   1993 - 1995
Congress Financial  1991 - 1993
GE Capital  1988 - 1991
Houlihan, Lokey, Howard & Zukin   1983 - 1988
Shearson   1981 - 1983

Skills
Asset Based Lending, Factoring, Leveraged Finance, Mezzanine, Project Finance, Corporate Finance, Private Equity, Commercial Finance, Mergers, Commercial Lending, Investment Banking, Venture Capital, Private Placements, Restructuring, Due Diligence, Alternative Investments, Finance, Commercial Banking, Underwriting, Financial Structuring, Mergers & Acquisitions

Education
Harvard Business School   1979 — 1981
MBA, Finance/Marketing

University of California, Los Angeles - School of Law   1983 — 1985
JD, Commercial, Corporate & Business Law

University of Pennsylvania   1974 — 1979
BA, Economics

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